Wealth Client Services Associate

Morgan Stanley; McLean (VA); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors in daily operations. The role focuses on building trusted client relationships, onboarding new clients, and handling routine account inquiries.

Ideal candidates will have strong interpersonal skills, a high school diploma or higher, and relevant licenses or experience.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.
• Strong organizational and writing skills; able to multitask in a fast-paced environment.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer non-investment questions about client accounts and balances.
• Onboard and maintain client accounts with required documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Manage calendars, meetings and events with logistics.
• Prepare expense reports and assist with in-office support tasks.

Skills

Financial products knowledge

Detail oriented

MS Office

Writing skills

Time management

Team player

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors in daily operations. The role focuses on building trusted client relationships, onboarding new clients, and handling routine account inquiries.

Ideal candidates will have strong interpersonal skills, a high school diploma or higher, and relevant licenses or experience.